A detailed history of Xcel Wealth Management, LLC transactions in Whirlpool Corp stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 59,013 shares of WHR stock, worth $6.88 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
59,013
Previous 57,228 3.12%
Holding current value
$6.88 Million
Previous $5.85 Million 7.99%
% of portfolio
1.87%
Previous 1.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$90.25 - $112.34 $161,096 - $200,526
1,785 Added 3.12%
59,013 $6.32 Million
Q2 2024

Jul 23, 2024

BUY
$84.78 - $119.2 $4.27 Million - $6 Million
50,368 Added 734.23%
57,228 $5.85 Million
Q1 2024

Apr 22, 2024

BUY
$103.13 - $122.9 $85,288 - $101,638
827 Added 13.71%
6,860 $820,000
Q4 2023

Jan 29, 2024

BUY
$102.1 - $132.07 $125,072 - $161,785
1,225 Added 25.48%
6,033 $734,000
Q3 2023

Oct 17, 2023

SELL
$130.15 - $157.99 $13,015 - $15,799
-100 Reduced 2.04%
4,808 $642,000
Q2 2023

Jul 26, 2023

BUY
$127.45 - $149.46 $127,450 - $149,460
1,000 Added 25.59%
4,908 $730,000
Q1 2023

Apr 25, 2023

SELL
$126.09 - $158.95 $12,609 - $15,894
-100 Reduced 2.5%
3,908 $515,000
Q4 2022

Jan 19, 2023

SELL
$129.21 - $156.58 $232,578 - $281,844
-1,800 Reduced 30.99%
4,008 $567,000
Q3 2022

Oct 20, 2022

BUY
$134.81 - $175.71 $51,227 - $66,769
380 Added 7.0%
5,808 $783,000
Q2 2022

Jul 26, 2022

BUY
$147.45 - $198.19 $800,358 - $1.08 Million
5,428 New
5,428 $841,000

Others Institutions Holding WHR

About WHIRLPOOL CORP


  • Ticker WHR
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Furnishings, Fixtures & Appliances
  • Shares Outstandng 54,478,400
  • Market Cap $6.35B
  • Description
  • Whirlpool Corporation manufactures and markets home appliances and related products. It operates through four segments: North America; Europe, Middle East and Africa; Latin America; and Asia. The company's principal products include refrigerators, freezers, ice makers, and refrigerator water filters; laundry appliances and related laundry access...
More about WHR
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.